{"schema_version":"secwatch.filing_event.v1","accession":"0001468327-25-000173","form_type":"8-K","ticker":"RENT","cik":"0001468327","company_name":"Rent the Runway, Inc.","filed_at":"2025-09-11T23:59:59+00:00","discovered_at":"2026-05-14T18:02:44.047771+00:00","generated_at":"2026-05-17T06:52:04.054904+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Rent the Runway Q2 revenue +2.5% to $80.9M; net loss widens; recap cuts debt to $120M","bullets":["Revenue $80.9M (+2.5% YoY); ending active subscribers 146,373 (+13.4% YoY).","Gross margin fell to 30% from 41.1%; net loss $(26.4)M vs $(15.6)M last year.","Adjusted EBITDA $3.6M (4.4% margin) vs $13.7M (17.4% margin) last year.","Recapitalization reduces debt from $340M to $120M; maturity extended to 2029; $20M new cash; close by Dec 31.","Q3 revenue guidance $82-84M; FY2025 free cash flow lower than $(40)M due to recap costs."],"urls":{"canonical":"https://secwatch.observer/filing/0001468327-25-000173","json":"https://secwatch.observer/filing/0001468327-25-000173.json","markdown":"https://secwatch.observer/filing/0001468327-25-000173.md","text":"https://secwatch.observer/filing/0001468327-25-000173.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1468327/000146832725000173/0001468327-25-000173-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1468327/000146832725000173/wdq-20250911.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T06:52:04.054904+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}